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20121226
20130103
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Search Results 0 to 4 of about 5
CNBC
Jan 2, 2013 9:00am EST
. it's a fabulous business. i have liked hertz. don't forget, sandy wiped out a lot of cars. this sa remarkable deal, only because one more time another player gets taken out. this business is too consolidated. and the pricing is ogolopistic. >> it's a nice premium. if you're a hertz holder, you have to why hold the stock that's down 39% last year. these are just things to consider. >> the bigger question, too, is, and i'll play the role of david faber, although i'm not as toned and fit as he is, and i'm much taller, what is -- >> that's a bit of a dig there. >> no, it's not. he's more fit than i. what kind of m & a is it going to be this year? >> i don't think budget, that ceiling is going to put a lid on buys. one of the reasons is because exactly what you talked about with europe. they're going to come here. they're going to buy. it feels like '87, '88 when they came with boat loads of money. >> and china. >> china's the new japan. >> i like that. >> if we have a demographic profile, they'll be the new japan. >> not to fear, cramer is back and ready to go. "mad dash" is coming up
CNBC
Dec 26, 2012 9:00am EST
fiscal cliff? was it sandy? was it some sentiment that came out of the newtown tragedy? it's hard to say. >> but it may be a combination of all of those. we got a sense from the guests we brought on earlier this week, on monday, that it was not a great holiday selling season, as we ended the last day before christmas. and all those may be the reasons, carl. i'm positive i didn't think people really understood the fiscal cliff. i may have been wrong. perhaps it was something that weighed on people's minds. the weather always at issue. it could actually have been warmer weather as well that contributed. we've had some analysts say that because people don't feel they have to go out and buy a coat. >> because it will never get cold again. >> except today, when it's 28 degrees. we'll see how after christmas does. internet also, it doesn't appear as online sales are up as p as anticipated. and perhaps they made up for the loss of the brick and mortar. >> you were pointing out before the show, luxury was not immune to this. you would think it would be more in tune to the consequences a clif
CNBC
Jan 3, 2013 9:00am EST
tragedy, sandy hook did i think crimp holiday sales. let's not forget macy's another one people thought it would miss and it didn't miss. there was an expectation that things would be bad, you will have some of these stocks popping. yesterday, by the way, costco people thought would be good. cost coe not popping. the quarter is the best way to grade a ceo and company, retailers put a gun to their heads with these monthly numbers. i don't blame walmart one bit for trying to get out of that game t is not an easy game to play. gap, good acquisition, intermix, raising the level of what they want do gap's doing so many right things. i just -- >> turnaround only took a decade. >> rein wasn't built in a day partner. unit thing, going with your -- >> not forget the coast of jeggings past, right? supposed to -- your kids are older than mine, mine is 9, the difference in the performance companiless i would perceive to be similar, all due respect, aeropostale and abercrombie & fitch, from my untrained heathen eye look similar in terms of the product mix, you luke at results, they are very, very di
CNBC
Dec 28, 2012 9:00am EST
got a bump from sandy. so if we could just fix that up, i think we'll be okay. >> what do you think is the market reaction if we come, you know, in on monday, and there's some sort of a mini deal? what does that do to us? >> listen, i think we'll be okay here. the first and second quarter of next year are going to be okay, cliff or not. they're going to get something together. it may be sort of a sloppy deal, just, you know, a small deal, that lead us into more negotiations -- >> but is the event a mini deal or is the mini deal a grand bargain? >> they'll come up with a mini deal. it's taken them this long to get here. how can we anticipate they'll get significant done. they'll get some sort of stopgap measure done and we'll see a little bit of stability. stop seeing all the negativity that's surrounding us. we're dead red here. >> gordon, if you recall that 2008 period, the market was going 400, 500, 600, a 60-point drop in the heat of the crisis. why is the equity market being relatively stable to that comparison? it seems that stakes here are pretty big, but the equity market is rel
CNBC
Dec 27, 2012 9:00am EST
real functioning economy of this country. we are going to be stuck again. we went through sandy, that was a natural disaster, to think that all this really is man made, still boggles the mind. >> sickening. especially with claims back to 350, decent number this morning. >> there is a little bit of interpretation to that. to think that the government, federal government certainly was closed on monday and tuesday, some of the state government was closed for both days, one of those days as well, saying maybe it came in a little bit light. some interpretation but funny to see all the headlines crossing this morning saying the futures were moving based on claims or the treasuries based on claims numbers and not what was going on on the fiscal cliff. >> a crummy start to the year we get a fourth strike on top of all that, true. >> not such a crummy year for japan. japanese stocks rallying you can the yen continuing its slide against the dollar in all the major currencies, in fact. asian markets mixed overnight trading. the nikkei climbing to a closing level not seen since just before the ma
Search Results 0 to 4 of about 5